+87.1%
DOCN vs POET
-2.2%
+89.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +4.9% | +7.7% | +12.1% |
| 7D | +16.3% | +17.0% | -0.7% | +14.2% |
| 30D | +2.0% | -6.7% | +8.8% | +2.9% |
| 3M | -25.2% | -32.3% | +7.2% | -22.4% |
| 6M | +132.7% | +32.3% | +100.3% | +115.7% |
| YTD | +163.3% | +31.3% | +132.0% | +142.2% |
| 1Y | +280.3% | +55.3% | +225.0% | +240.5% |
| 3Y | +371.8% | +136.8% | +235.1% | +291.2% |
| 5Y | +87.1% | -2.2% | +89.3% | +55.2% |
| All | +87.1% | -2.2% | +89.3% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded POET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling